Plan Snapshot
- Plan Sponsor: Isu Petasys Corp.
- Sponsor EIN: 954643223
- Sponsor Address: 12930 BRADLEY AVE, SYLMAR, CA, 913423829
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 30 | $3.8M | $37,752 | $305,387 |
| 2023 | 126 | $3.8M | $60,999 | $327,690 |
| 2022 | 124 | $3.0M | $64,212 | $295,467 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CKP, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,077,832 | — | $2,893 | — | — |
| 2023 | $329,953 | — | $1,600 | — | — |
| 2022 | $1,440 | — | — | — | — |